Sitemap - 2025 - Earnings Edge
Stalled or Crashed? Recapping CarMax Results
We Ran, It Didn't Matter: Micron Earnings Recap
Fade the Rip? Previewing Micron's Earnings
Down Indeed: Recapping Lennar Earnings
I'll Guess Lennar has its 10th Consecutive Earnings Day Decline: Previewing Today's Results
Yes, It Is Still a Disaster: Recapping RH's Earnings
Hock Delivers Again: Recapping Broadcom's Earnings
China Boom + Calvin Boo: Recapping lululemon's Earnings
Should Bears Hibernate? Previewing Restoration Hardware / RH Earnings
Will Investors Welcome $600B in RPO? A Preview of Oracle's Earnings
We All Better Hope the '26 Guide is Conservative: Recapping Toll Brothers Earnings
Was this the Housing Canary in the Coal Mine? A Toll Brothers Earnings Preview
What to Expect from Carvana (and CRH) between Now and the S&P 500 Inclusion Date
Here's Why Carvana Gets the S&P 500 Nod Tomorrow (and Other Info for the Quarterly Index Rebalance)
Full of Noise and Uncertainty: Recapping Salesforce Earnings
The Forward Margin Outlook, Ooph: Recapping Snowflake's Earnings
Overdue For A Rip? The Setup Supports It: Previewing Salesforce Earnings
When Buyout? Recapping GitLab Earnings
Another Solid Print, but Valuation Remains Absurd: CrowdStrike Earnings Recap
Clearing a High Bar: MongoDB Earnings Recap
Can Atlas Grow More Than 25.6% Y/Y? Consensus Expectations and Setup for MongoDB
Where are the Share Shifts? Recapping Walmart's Consensus Metrics
Atlas Didn't Shrug: Nvidia Consensus Metric Recap
A Tad Too Hot Into The Print: Palo Alto Networks' Consensus Metric Recap
Another Solid Print Against Wayfair-like Expectations: Recapping Williams Sonoma Earnings
How Far Out is an Inflection? Recapping Target's Earnings
AI Fears Will Likely Remain: Recapping Wix Consensus Metrics
So Bad They Nuked Their IR Site: Recapping Home Depot's 3Q
Will Home Depot Say Anything Nice About Housing Tomorrow? Previewing Earnings
Probably Not Enough in Today's Context: Recapping Applied Materials' Earnings
Separating from the Pack: On Running's 3Q Earnings Metric Recap
Good Enough? Recapping Sea Limited's 3Q Actuals vs. Consensus
Another Bloody Monday? Or Will This Bounce. Reviewing Monday.com's Earnings
Taking a Huge Haircut: Previewing Instacart's Earnings
Another Bloody Monday On Tap? Previewing Monday.com Earnings
Earnings Setups for Friday and Monday: AST Spacemobile, Instacart, CoreWeave, and Many More
Build Evan His Aircraft Hanger! Recapping Snap's Earnings
Impossibly High Expectations: Recapping Robinhood's Results
Two Solid Prints but Against High Bars: Recapping Arm and Qualcomm Results
We're Used To Bigger Beats Here, Tread Lightly: Recapping AppLovin Earnings
Are Future Increases In Labor Costs Taking A Bite? Recapping DoorDash's Earnings
What The &$@! Was That? Recapping e.l.f.'s Results
Mixed, To Put It Lightly: Recapping Duolingo Consensus Metrics
Are We Over Caffeinated? Previewing Celsius Consensus Metrics
Will They Finally Build Evan His Aircraft Hanger? Previewing Snap Earnings
A Double Whammy: Previewing Arm & Qualcomm Consensus Metrics
Will Rhode Provide a Lift? Previewing e.l.f.'s Key Earnings Metrics
Will Weak Fast Casual Results Finally Strike? Previewing DoorDash Earnings
Is Duolingo a Squeeze Candidate? Previewing 3Q's Consensus Metrics and Valuation Setup
How to Benchmark Robinhood's Results: A Consensus Metric Preview
Is AppLovin Tapped Out? Historical Context and Consensus Metric Preview
Pinterest Sinks: Recapping Consensus Metrics
An Unmitigated Disaster? Recapping Upstart's Consensus Metrics
Not Enough for 94x Forward Earnings: Recapping Cava Consensus Metrics
How Are We STILL Missing On Margins? AMD Consensus Metric Recap
Has Cava Come In Enough? Previewing the Valuation Context and Consensus Metrics
Hotter Than The Sun: Previewing the AMD Setup and Consensus Expectations
A First Peak at Consumer Lending Tech: Upstart's Consensus Metric Preview
The Bar Was High: Recapping Shopify's 3Q Consensus Metrics
Profitability in Need of a Buff: Uber Consensus Metric Recap
Still Racing Ahead: Reviewing Ferrari's 3Q Consensus Metrics
This Should Be Enough, Right? Reviewing Spotify's Consensus Metrics
This is Ugly: Hims & Hers Consensus Metric Recap
Another Excellent Quarter: Palantir Consensus Metric Recap
The Bar is HIGH: Previewing Shopify's 3Q Consensus Expectations
Is Ferrari Headed for a Pile-up? Previewing Consensus Metrics for RACE
Palantir Has Run Too Far (In The Near Term): A Look at Consensus Metrics
What are Consensus Expectations for Hims & Hers? Previewing 3Q's Most Important Metrics
Notable Earnings Setups for Monday: Palantir, Hims & Hers, onsemi, and Many More
Look Past the Quarter: Apple Consensus Recap
Player Revenue, Streamed Hours Both Miss: Roku Consensus Recap
Was It Just Overheated? Reddit Consensus Recap
Margins Be Damned? Amazon Consensus Recap
Has Roku Run Too Far? Previewing Today's Consensus Metrics
Earnings Setups for Friday + Monday: ExxonMobil, Chevron, Charter, Colgate-Palmolive, and Many More
A Much Needed Glimpse Behind the Curtain: Previewing Reddit Results
367 Days Since the Last Positive Amazon Earnings Reaction: Previewing 3Q
Only One (Minor) Weak Spot: Roblox Consensus Earnings Recap
Apple Won't Have a Positive Earnings Reaction: Previewing the Quarter
If You Think It Looks Shaky Now... Carvana Consensus Earnings Recap
Buyer Beware: Mercado Libre Consensus Earnings Recap
Burritos On Clearance: Chipotle Consensus Earnings Recap
How Are The Numbers Still This Bad? Starbucks Consensus Earnings Recap
Why Are We Selling This -8%? Meta Consensus Earnings Recap
We Await Guidance: Microsoft Consensus Earnings Recap
Cloud Shines, but Margins Disappoint: Alphabet / Google Consensus Earnings Recap
Is Starbucks Even Cheap Here? Previewing Today's Consensus Earnings
Here's Why Etsy is Sinking: Recapping 3Q Earnings
Impressive Results in a Tough Backdrop: Wayfair Earnings Recap
Are We Skeleton Free? UnitedHealth Earnings Recap
You Were Warned: DR Horton Earnings Recap
Did We Clear the High Expectations? SoFi Earnings Recap
Nosebleed High Expectations: Previewing Consensus Estimates and Valuation Context for SoFi's 3Q
Improbable, or Impossible? Previewing DR Horton's Earnings
A Car Crash Ahead? Previewing Carvana's Earnings
Dark Clouds Be Damned, Back to Multi-Year Valuation Highs: Previewing UnitedHealth's Earnings
Beaten Up Enough? Deckers Earnings Recap
Ahead of Schedule with Some Noise: Intel Earnings Recap
Earnings Setups for Thursday: Intel, AutoNation, Deckers, Ford, American Airlines, and Many More
A Clean Sweep but Hot into the Print: Lam Research Earnings Recap
Still Priced for Perfection: IBM Earnings Recap
A Mostly Solid Print, Conference Call Looms: Tesla Earnings Recap
No Signs of a Slowdown: Vertiv Consensus Earnings Recap
Dare I Say... Surgical? Intuitive Surgical Earnings Recap
Analog is for the Dogs: Texas Instruments Earnings Recap
It's Certainly Not Pretty, but is it Noisy? Netflix Earnings Recap
Wednesday's Earnings Setups: Tesla, IBM, AT&T, Vertiv, Lam Research, Hilton, and Many More
K-Pop vs. The Conservative Hoard: Previewing Netflix Earnings
Valuation Assumes a Structural Improbability: Previewing Pulte's Earnings
No Signs of Stalling in the Wake of a Strong 3Q: Taiwan Semi Earnings Recap
Looking Past a Sales Miss: The ASML Earnings Recap
Running Very Hot Again: Previewing ASML's Wednesday Earnings
The Last of the Earnings Setups before the 3Q Surge: Pepsi, Delta, Applied Digital, and More
Did We Turn the Corner? Nike Consensus Earnings Recap
Another Disaster in the Making? Nike Consensus Earnings Preview
Earnings Setups for the Week Ahead: Nike, Carnival Cruises, Conagra, Vail Resorts, Paychex, and More
Look at this Upside: Micron Consensus Earnings Recap
Did We Overrun The Print? Micron Consensus Earnings Preview
Earnings Setups for the Week Ahead: Micron, Costco, AutoZone, Carmax, Jabil, KB Home, and More
Just Like We Drew It Up: Lennar Consensus Earnings Recap
Lennar Looks like a Death Trap into Thursday's Print: Our Consensus Earnings Preview
What is this 3Q Guide? Restoration Hardware Consensus Earnings Recap
When Will The 3 Year 60%-Off Sale End? Restoration Hardware Consensus Earnings Preview
How Stretched is Oracle into Today's Print? Our Consensus Earnings Preview
A Roadmap for Today's S&P Index Rebalancing Announcement
Delivering but a High Bar: Broadcom Consensus Earnings Recap
That's Quite the Downside: lululemon Consensus Earnings Recap
Lookout Below? Previewing Broadcom's Results
In Need of a Buyer: Gitlab Consensus Earnings Recap
Failure to Clear a Low Bar? Salesforce Consensus Earnings Recap
Left for Dead: A Salesforce Earnings Preview
Previewing Gitlab Earnings: Consensus Metrics and Historical Setup Context
Will We Retrace Lower? Zscaler Consensus Earnings Recap
Previewing Zscaler Earnings: Consensus Metrics and Historical Setup Context
Earnings Setups for the Week Ahead: AVGO, LULU, CRM, AEO, DOCU, GTLB, ZS, and Many More
Big Growth Still Disappoints: Marvell Consensus Earnings Recap
Is Anyone Beyond Nvidia Making AI Money? Dell Consensus Earnings Recap
Updated Earnings Setups for DELL, MRVL, S, BABA, ULTA, AFRM, AMBA, ESTC, GAP, and WOOF
Top-Line Weakness in an Expensive Stock: CrowdStrike Consensus Earnings Recap
Lacking Upside: Nvidia Consensus Earnings Recap
Big 2Q Upside with Conservative Guide? Snowflake Consensus Earnings Recap
Is This a Layup? CrowdStrike 2Q Consensus Earnings Preview
Will Hell Freeze Over? Snowflake 2Q Consensus Earnings Preview
Abercrombie Brand + NT Profit Outlook Disappoint: ANF 2Q Consensus Recap
Big Beats Across the Board: MongoDB 2Q Consensus Recap
This Should Be Enough Given the Setup: Okta 2Q'25 Consensus Recap
The Case for Taking Profits in Williams-Sonoma into the Close
The Continuation of a New Parabolic Run Higher? Abercrombie & Fitch 2Q'25 Consensus Earnings Preview
Will the Bleeding Stop? MongoDB 2Q'25 Consensus Earnings Preview
Always the Bridesmaid, Never the Bride: Okta 2Q'25 Consensus Earnings Preview
What to Expect from Nvidia's Print: Consensus Three Statement Model + Historical Setup Context
Earnings Setups for Monday PM / Tuesday: MDB, OKTA, BOX, PVH, NCNO, JOYY, SMTC, HEI, DQ
Big Belt Tightening? Pinduoduo 2Q'25 Consensus Earnings Recap
Will The Profit Wipeout Continue? Pinduoduo $PDD Consensus Metric Preview
Clean-ish Sheet + Favorable Setup: Workday 2Q'25 Consensus Earnings Recap
Margins a Slight Miss, Top-Line Solid: Walmart 2Q'25 Consensus Recap
Workday Looks Cheap, but Will it be Monday'd?
For How Long Can the Nosebleed Valuation Persist? Walmart Consensus Earnings Preview
Setups for Thursday's Earnings Reporters: Notables Include WMT, INTU, WDAY, ROST, ZM, BILI, LPX
Cornell Out (Yay), Internal Hire In (Boo): Target Earnings Recap
A Solid Quarter but 2026 Remains a Question Mark: Toll Brothers Earnings Recap
Brian Cornell's Last Hurrah: Previewing Target's Earnings
Revenue, Comps, and EPS Miss, but the Stock Will Be Fine: Home Depot $HD 2Q'25 Recap
What Weakness? Palo Alto Networks 4Q'25 Consensus Recap
The Likely Weak Spot in Home Depot Results - Our 2Q'25 $HD Consensus Metric Preview
Setups for Tuesday's Earnings Reporters - Trading Too Hot: AS, MDT, TOL, ZTO
What Do the Shorts Know Here? Palo Alto Networks $PANW 2Q'25 Consensus Metric Preview
Setups for Monday's Earnings Reporters: Notables Include PANW, BTDR, XP, RSKD
Margins to Zero: JD.com 2Q'25 Consensus Metric Recap
Setups for Friday's Earnings Reporters: Notables Include BABA, DDS, FLO
The JD.com 2Q'25 Consensus Metric Preview
Zero Guidance Upside: Cisco $CSCO 4Q'25 Consensus Recap
We Get Cisco Results the Day the CoreWeave Story Collapses? Consensus Metric Preview
Has the Chili's Triple Dipper Hype Abated? Brinker $EAT 4Q'25 Consensus Earnings Preview
Ugly Numbers in an Expensive Name: Cava 2Q'25 Earnings Recap
Setups for Wednesday's Earnings Reporters: Notables Include $CSCO, $COHR, $DLO, $EAT, $GLBE, $PAGS
A Quick Look at $ONON Sympathy Trade Statistics with $NKE $DECK $LULU and Others
Well Ahead Across the Board: Tencent Music 2Q'25 Consensus Metric Recap
A Mess but Due for a Pop: Circle $CRCL 2Q'25 Consensus Recap
Shopee Delivers: Sea Limited $SE 2Q'25 Consensus Metric Recap
Still Sprinting: The On $ONON 2Q'25 Earnings Recap
How is Tencent Music Quietly a Double YTD? The 2Q'25 Consensus Metric Preview
Consensus Expectations into the CoreWeave $CRWV 2Q'25 Print
Consensus Metrics for the Circle Internet 2Q'25 Report Tomorrow
Bloody Monday, Indeed: The Monday.com 2Q'25 Consensus Recap
Did Saturation Peak? Consensus Metrics and Technical Setup for On Running's 2Q'25
A Sea of Doubt? Consensus Metrics and Technical Setup for Sea Limited's 2Q'25
The Case for Owning Cava into the 2Q'25 Print: Social Data Paints a Positive Picture
Monday, Bloody Monday: The Monday.com 2Q'25 Consensus Metric Preview
Setups for Monday's Earnings Reporters: Notables include $MNDY, $ASTS, $OKLO, $PLUG, $PUBM
A Tough Day for Shorts Ahead: The RealReal $REAL 2Q'25 Consensus Metric Recap
How Could This Have Been Any Worse? An Autopsy of Sweetgreen $SG Post Earnings
Not Enough for New Buyers: Atlassian $TEAM 4Q'25 Consensus Metric Recap
Yes, They Were Sleeping on Instacart: $CART 2Q'25 Consensus Metric Recap
A Green Sheet But Still Nuked: The Trade Desk $TTD 2Q'25 Consensus Metric Recap
Will the Gains Hold? Block $XYZ 2Q'25 Consensus Metric Recap
Ripe for Another Disappointment Part. 2: The Block $XYZ 2Q'25 Earnings Setup
Everyone is Sleeping on Instacart: $CART 2Q'25 Consensus Metric Preview
All Eyes on The Trade Desk: 2Q'25 Consensus Metric Preview
Setup Tables for Friday 8.8 Reporters (.xlsx)
Off To The Races: Datadog $DDOG 2Q'25 Consensus Metric Recap
Good Lord the Upside! Celsius $CELH 2Q'25 Consensus Metric Recap
Ripe for Another Disappointment: The Block $XYZ 2Q'25 Earnings Setup
Does the Bag Sales Hype Leave Yeti Overheated? $YETI 2Q'25 Earnings Setup
Unstoppable: The Cartel-Affiliated Colombian Glass Producer Tecnoglass Reports 2Q
Persistently Weak and Always Volatile: The Atlassian $TEAM 2Q'25 Earnings Setup
StoneCo is Sub-8x Forward Earnings: The 2Q'25 $STNE Earnings Setup
The Only Detailed Sony Consensus Earnings Review on Substack
Hertz Still Has 51% Short Interest: The 2Q'25 Earnings Setup
Grinding to a Halt? Grindr $GRND 2Q'25 Earnings Setup
Oh Look, Another Squeeze Candidate: Krispy Kreme $DNUT 2Q'25 Earnings Setup
Running a Bit Too Wild for 19% Operating Margins: Datadog $DDOG 2Q'25 Consensus Metric Preview
Squeeze and Fade, Again? Crocs $CROX 2Q'25 Consensus Setup
The Most Depressed Furniture Name? Arhaus $ARHS 2Q'25 Consensus Preview
Is Akamai Going Out of Business? $AKAM 2Q'25 Consensus Preview
What to Expect from a Messy Celsius $CELH 2Q'25: Consensus Metric Preview
Why The Weakness? Airbnb $ABNB 2Q'25 Consensus Metric Recap
A Non-Event? DraftKings $DKNG 2Q'25 Consensus Metric Recap
Still Surging - DoorDash $DASH 2Q'25 Consensus Metric Recap
Cleared for Takeoff - Duolingo $DUOL 2Q'25 Consensus Metric Recap
Will We See a Squeeze? Bumble $BMBL 2Q'25 Earnings Setup
How Do We Go Higher? DoorDash $DASH 2Q'25 Consensus Metric Preview
Due for a Sugar Rush? Dutch Bros $BROS 2Q'25 Consensus Setup
When Do Event Contracts Take a Bite? DraftKings $DKNG 2Q'25 Consensus Metric Preview
Due for Another Massive Reversal? Elf Beauty $ELF 1Q'26 Earnings Setup
Can They Right the Ship? Duolingo $DUOL 2Q'25 Consensus Metric Preview
The Most Overheated and Under Loved Names Reporting Wednesday 8.7 (w/ the Full Setup Table File)
Reason for Caution - Airbnb $ABNB 2Q'25 Consensus Preview
Top-Line Turns a Corner - Match $MTCH 2Q'25 Consensus Recap
Super Sized - McDonald's $MCD 2Q'25 Consensus Earnings Recap
Another Blowout - Shopify $SHOP 2Q'25 Consensus Recap
Overcoming Some Modest Mobility Weakness - Uber $UBER 2Q'25 Consensus Recap
Revenue, Entertainment, ARPU Weak - Disney $DIS 3Q'25 Consensus Recap
The Undisputed King of Earnings Day Reactions - AppLovin $APP 2Q'25 Consensus Preview
Can the Mouse Momentum Continue? Disney $DIS 2Q'25 Consensus Metrics Preview
Is it Toast? $TOST 2Q'25 Consensus Metric Recap
Yes, Still in Reverse - Rivian $RIVN 2Q'25 Consensus Earnings Recap
Is This Enough - Coupang $CPNG 2Q'25 Consensus Earnings Recap
Monster Upside - Arista $ANET 2Q'25 Consensus Earnings Recap
Closed Door! Opendoor $OPEN 2Q'25 Consensus Earnings Recap
A Clean Sheet - Upstart $UPST 2Q'25 Consensus Earnings Recap
"An Issue Related to Our Ad Platform" - Snap $Snap 2Q'25 Consensus Earnings Recap
Top Line Health, Margin Meh - AMD $AMD 2Q'25 Consensus Earnings Recap
How is the Guide Going Higher? Super Micro $SMCI 4Q'25 Consensus Earnings Recap
Empower Be Damned, Uber Looks Cheap - $UBER 2Q'25 Consensus Metric Preview
We're Back to 85x Forward Earnings - Shopify $SHOP 2Q'25 Consensus Metric Preview
Still in Reverse? Rivian $RIVN 2Q'25 Earnings Preview
Is The Ghost Toast? Snap $SNAP 2Q'25 Consensus Metrics Preview
The Most Overheated and Under Loved Names Reporting Wednesday 8.6 (w/ the Full Setup Table File)
More Sweet Than Sour - Lemonade $LMND 2Q'25 Consensus Earnings Recap
Are The Shorts About to Get Smoked? Opendoor $OPEN 2Q'25 Consensus Metrics Preview
Coupang Go Bang? $CPNG 2Q'25 Consensus Metric Preview
This Looks Highly Unsustainable - Caterpillar $CAT 2Q'25 Consensus Earnings Preview
Another 65% Single-Day Move? Digital Turbine $APPS 2Q'25 Consensus Earnings Preview
Adding Arista to the Long List of Overheated Names - $ANET 2Q'25 Consensus Earnings Preview
Palantir Part 2 - Palantir $PLTR 2Q'25 Consensus Earnings Recap
Still Moving Higher - ThredUp $TDUP 2Q'25 Consensus Earnings Recap
Still Shocking - Axon $AXON 2Q'25 Consensus Earnings Recap
Painful at the Margin - Mercado Libre $MELI 2Q'25 Consensus Earnings Recap
Lots of Red on this Sheet - Hims & Hers $HIMS 2Q'25 Consensus Earnings Recap
Massive Upside, Yet Again - Palantir $PLTR 2Q'25 Consensus Earnings Recap
"What Does The Company Do?" Our Upstart $UPST 2Q'25 Consensus Earnings Preview
Where Does Consensus Stand for Super Micro? $SMCI 4Q'25 Earnings Preview
Why Kodiak Gas $KGS is Very Interesting Here
Steady as She Goes - Tower Semi $TSEM 2Q'25 Consensus Earnings Recap
Dino Nugs Rise - Tyson $TSN 2Q'25 Consensus Earnings Recap
Stuck in Reverse? onsemi $ON 2Q'25 Consensus Earnings Recap
We Told You They Would Beat - Wayfair $W 2Q'25 Consensus Earnings Recap
Is the Food Spoiled? Freshpet $FRPT 2Q'25 Consensus Earnings Recap
Well Ahead, but A Mess - Energizer $ENR 3Q'25 Consensus Earnings Recap
The Most Overheated and Under Loved Names Reporting Tuesday 8.5 (w/ the Full Setup Table File)
Here's Why You Fade the Wayfair Beat Tomorrow Morning
Dino Nugs Left for Dead - Tyson $TSN 2Q'25 Consensus Earnings Preview
Can $AMD Do Anything But Disappoint? Our 2Q'25 Consensus Earnings Preview
Is Lemonade Souring? The $LMND 2Q'25 Consensus Metrics Preview
What to Expect from Saudi Aramco $ARAMCO 2Q'25 Results
What to Expect from Israeli Analog Chip Foundry - Tower Semi $TSEM 2Q'25 Consensus Earnings Preview
Nvidia Three Statement Consensus Financial Model (.xlsx)
Another +50% Spike On Deck? ThredUp $TDUP 2Q'25 Earnings Preview
Is the Bunny in Hospice? Energizer $ENR 3Q'25 Consensus Earnings Preview
Pricing in an Auto Recovery - onsemi $ON 2Q'25 Consensus Earnings Preview
Is This Breather a Buy? Mercado Libre $MELI 2Q'25 Consensus Earnings Preview
Due for a Shock? Axon $AXON 2Q'25 Consensus Earnings Preview
Will Wayfair Crash like Restoration Hardware? The $W 2Q'25 Consensus Metric Preview
Even David Goggins Will Collapse - Palantir $PLTR 2Q'25 Consensus Metrics Preview
Hims Subscribers Need to Grow by How Much? Our $HIMS 2Q'25 Consensus Metric Preview
A Tough Crowd - Apple $AAPL 3Q'25 Consensus Metric Recap
Very Valuable Indeed - Reddit $RDDT 2Q'25 Consensus Metric Recap
AWS + Guidance Stink - Amazon $AMZN 2Q'25 Consensus Metric Recap
Earnings Setups for Friday 8.1
Why I Kinda Hate Cloudflare $NET into the Print
Will Coinbase See $400 Again This Year? $COIN 2Q'25 Consensus Earnings Preview
Just How Valuable is that Data for LLMs? Reddit $RDDT 2Q'25 Consensus Earnings Preview
Are Investors About to Publicly Execute Rocket Companies? Our $RKT 2Q'25 Consensus Earnings Preview
Will AWS Cook? Amazon $AMZN 2Q'25 Consensus Metrics Preview
Will Apple Fall Flat? 3Q'25 $AAPL Consensus Metric Preview
Clearing Sky High Expectations - Roblox $RBLX 2Q'25 Consensus Metric Recap
In for a Tune-Up - Ferrari $RACE 2Q'25 Earnings Recap
This Should Bounce? Qualcomm $QCOM 2Q'25 Consensus Earnings Recap
Shorts in Shambles - Carvana $CVNA 2Q'25 Consensus Metric Recap
Failure to Land - Arm $ARM 1Q'26 Consensus Earnings Recap
Bar = Too High - Robinhood $HOOD 2Q'25 Consensus Earnings Recap
Sweet Mother of God Pt. 2 - Meta $META 2Q'25 Consensus Earnings Recap
Sweet Mother of God - Microsoft $MSFT 4Q'25 Consensus Earnings Recap
Let's Take a Look at Roblox $RBLX 2Q'25 Consensus Metrics
Strong Armed? $ARM 1Q'26 Consensus Metrics Preview
Due for a Speeding Ticket? Ferrari $RACE 2Q'25 Consensus Metrics Preview
Fade From Here? Vertiv $VRT 2Q'25 Consensus Earnings Recap
Let's Do New Highs - Carvana $CVNA 2Q'25 Consensus Metrics Preview
Microsoft Looks Overheated - $MSFT 4Q'25 Consensus Metric Preview
The Most Overheated and Under Loved Names Reporting Thursday 7.31 (w/ the Full Setup Table File)
New Highs Inbound? Meta $META 2Q'25 Consensus Metric Preview
Is There Upside Left? Robinhood $HOOD 2Q'25 Consensus Metric Preview
Will the AI Binge Ever End? Vertiv $VRT 2Q'25 Consensus Earnings Preview
Yet Another Dip to Buy? Visa $V 2Q'25 Consensus Earnings Recap
Coffee Still Burnt Indeed - Starbucks $SBUX 3Q'25 Consensus Earnings Recap
What Travel Weakness? Booking $BKNG 2Q'25 Consensus Earnings Recap
Is Travel about to Cliff? Booking $BKNG 2Q'25 Consensus Earnings Preview
Is the Stablecoin Threat Real? Visa $V 3Q'25 Consensus Earnings Preview
The Coffee is Still Burnt - Starbucks $SBUX 3Q'25 Consensus Earnings Preview
No Love Lost - PayPal $PYPL 2Q'25 Consensus Earnings Recap
This Train Keeps Running - $SOFI 2Q'25 Consensus Earnings Recap
Press Eject! Spotify $SPOT 2Q'25 Earnings Recap
Fully Kitchen-Sinked? UnitedHealth $UNH 2Q'25 Consensus Earnings Recap
The Most Overheated and Under Loved Names Reporting Wednesday 7.30 (w/ the Full Setup Table File)
What's to be Excited About? PayPal $PYPL 2Q'25 Consensus Earnings Preview
Solidly Ahead - Cadence $CDNS 2Q'25 Consensus Earnings Recap
Is Boeing Poised for Another Crash? The $BA 2Q'25 Consensus Earnings Preview
More Bagholders Inbound? UnitedHealth $UNH 2Q'25 Consensus Earnings Preview
We're Out of Upside in Chip Design Software? Cadence $CDNS 2Q'25 Consensus Earnings Preview
We're Overdue for a Big Breather - SoFi $SOFI 2Q'25 Consensus Earnings Preview
The Most Overheated and Under Loved Names Reporting Tuesday 7.29 (w/ the Full Setup Table File)
Is a Squeeze Brewing for Western Union?
Are Investors About to Publicly Execute Woodward $WWD?
The Most Overheated and Underloved Names Reporting Monday 7.28
Pressing Play Again? Spotify $SPOT 2Q'25 Consensus Expectations
Tesla $TSLA Three Statement Financial Model (.xlsx)
This Ice Cube is in a Sauna - Charter $CHTR 2Q'25 Consensus Earnings Recap
No Tuneup Needed - AutoNation 2Q'25 Consensus Earnings Recap
Is This Engine Overheating? AutoNation $AN 2Q'25 Consensus Earnings Preview
And Sandbag They Did - Deckers $DECK 1Q'26 Consensus Earnings Recap
Not Yet Out of the Woods - Intel $INTC 2Q'25 Consensus Earnings Recap
Did They Sandbag? Deckers $DECK 1Q'26 Consensus Earnings Preview
Are We Out of the Woods? Intel $INTC 2Q'25 Consensus Earnings Preview
Out of the Deep End? Pool Corp $POOL 2Q'25 Consensus Earnings Recap
Earnings Setup Tables for Friday 7.25 and Monday 7.28
The Time is Still Now - ServiceNow $NOW 2Q'25 Consensus Earnings Recap
Spoiled Indeed - Chipotle $CMG 2Q'25 Consensus Earnings Recap
No Longer a 1999 Party - $IBM 2Q'25 Consensus Earnings Recap
Enough for the Bulls? Tesla $TSLA 2Q'25 Consensus Earnings Recap
Where's the Cash? - Alphabet $GOOG 2Q'25 Consensus Earnings Recap
The Time is NOW - ServiceNow $NOW 2Q'25 Consensus Earnings Preview
Watson = the OG AI - $IBM 2Q'25 Consensus Earnings Preview
Is this Avocado Spoiled? Chipotle $CMG 2Q'25 Consensus Earnings Preview
Put a Fork in Search? Alphabet $GOOG 2Q'25 Consensus Earnings Preview
A Car Crash? Tesla $TSLA 2Q'25 Consensus Earnings Preview
Still Some Clouds on the Housing Horizon after Yesterday's Record Rally
Earnings Setup Tables for Thursday 7.24
What is this, a Cloud Backlog for Ants? $SAP 2Q'25 Consensus Earnings Recap
This Should Buff Right Out - Intuitive Surgical $ISRG 2Q'25 Consensus Earnings Recap
Any Juice Left after Today? Enphase $ENPH 2Q'25 Consensus Earnings Recap
A Bar Too High - Texas Instruments $TXN 2Q'25 Consensus Earnings Recap
The Intuitive Surgical $ISRG 2Q'25 Consensus Earnings Preview
Shoot it into the Sun? Enphase $ENPH 2Q'25 Consensus Earnings Preview
Going Poof? Philip Morris $PM 2Q'25 Earnings Recap
Coming Off a Sugar High? Coca-Cola $KO 2Q'25 Earnings Recap
Raise the Roof - DR Horton $DHI Q3'25 Earnings Recap
Analog, Analog, ANALOG! Texas Instruments $TXN 2Q'25 Consensus Earnings Preview (Buyer Beware)
Earnings Setup Tables for Wednesday 7.23
Consensus Offsides - NXP Semi $NXPI 2Q'25 Earnings Recap
Is a Cloud Decel on the Horizon? $SAP 2Q'25 Consensus Earnings Preview
Overheating? Philip Morris $PM 2Q'25 Consensus Earnings Preview
Is there an Upper in Here? Coca-Cola $KO 2Q'25 Consensus Earnings Preview
Light at the End of the Tunnel for Housing? Our DHI / PHM 2Q'25 Earnings Preview
NXP Semi $NXPI 2Q'25 Consensus Earnings Preview
Earnings Setup Tables for Monday & Tuesday 7.21-7.22
What to Expect Monday from Block $XYZ following the S&P Announcement
Top Candidates for the S&P 500 Today (Yes, Today)
Netflix $NFLX 2Q'25 Actuals vs Consensus
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